MFS® Total Return Series

$ 24.44
$0.04 As of 04/18/18
$2.6B
As of 03/31/18

MFS® Total Return Series

$0.04 As of 04/18/18
As of 03/31/18
$ 24.44
$0.04 As of 04/18/18
$2.6B
As of 03/31/18
INVESTMENT OBJECTIVE

Seeks total return.

INVESTMENT FOCUS

A conservative balanced fund primarily investing in larger cap stocks, focusing on value companies and a well-diversified mix of generally investment grade debt instruments

Generally, the investment allocation will consist of approximately 60% equities and 40% fixed income

Fund Information

Start Of Investment Operations
01/03/95
Net Assets ($ M)
As of 03/31/18
$2645.41
Benchmark

Standard & Poor's 500 Stock Index measures the broad U.S. stock market.

Standard & Poor's 500 Stock Index

Type Of Holdings %

As of 03/31/18
Total Number of Holdings: 476

The portfolio is actively managed, and current holdings may be different.

MANAGERS

Important Risk Considerations

The series may not achieve its objective and/or you could lose money on your investment in the series.

Stock markets and investments in individual stocks are volatile and can decline significantly in response to or investor perception of,  issuer, market, economic, industry, political, regulatory, geopolitical, and other conditions.

Investments in debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, or other entity responsible for payment, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall). Therefore the Fund's share price may decline during rising rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price. The price of an instrument trading at a negative interest rate responds to interest rate changes like other debt instruments; however, an instrument purchased at a negative interest rate is expected to produce a negative return if held to maturity.

Investments in value companies can continue to be undervalued for long periods of time, not realize their expected value, and be more volatile than the stock market in general.

Mortgage-backed securities can be subject to prepayment and/or extension and therefore can offer less potential for gains and greater potential for loss.

Please see the prospectus for further information on these and other risk considerations.

Performance

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Average Annual Total Returns %

Average Annual Total Returns %

These results represent the percent change in net asset value.
Monthly | Quarterly As of 03/31/18 (*YTD Updated Daily, As of 04/18/18 , subject to revision and not annualized.)

    Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your units, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

    OVERALL
    Out Of Funds
    NA
    OVERALL MORNINGSTAR RATING
    NA
    THREE YEAR
    Out Of Funds
    NA
    FIVE YEAR
    Out Of Funds
    NA
    TEN YEAR
    Out Of Funds
    NA

    Important Performance Information

    Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the series' performance results would be less favorable. All results assume the reinvestment of dividends and capital gains. The performance is as of the date shown; it may not include the series' entire investment portfolio and is subject to change.

    The returns for the series shown do not reflect the deduction of expenses associated with variable products, such as mortality and expense risk charges, separate account charges, and sales charges imposed by insurance company separate accounts. Such expenses would reduce the overall returns shown. Please refer to the variable product's annual report for performance that reflects the deduction of the fees and charges imposed by insurance company separate accounts.

    Withdrawals of taxable amounts from variable annuity contracts prior to age 59½ may be subject to an additional 10% federal tax penalty as well as income tax. Amounts withdrawn from a variable insurance contract will reduce the death benefit and withdrawals of earnings will be subject to income tax.

    Sales Charges

    Initial Class shares have no sales charge.

    No representation is made, and no assurance can be given, that any investment's results will be comparable to the investment results of any other product with similar investment objectives and policies, including products with the same investment professional or manager. Differences in portfolio size, investments held, contract and portfolio expenses, and other factors can be expected to affect performance.

    A Word About Variable Products

    Issued by insurance companies, variable annuity and variable life insurance contracts allow investors to accumulate money on a tax deferred basis for long-term financial goals. Mortality and expense charges (which compensate the insurance company for insurance risks it assumes under the contract), surrender charges (typically levied if a contract holder cancels it within a certain period following initial purchase), and an annual maintenance charge are among the fees typically associated with these types of variable products.
    Also keep in mind that any income guarantees are subject to the claims-paying ability of the issuing insurance company, and that contract owners have options when a contract's payout phase begins. Generally, investors may take their money in a lump sum, make discretionary or systematic distributions, or they can annuitize.
    Please refer investors to your variable annuity or life insurance contract as well as the underlying fund prospectus(es) for more
    detailed information and other important considerations, which should be read carefully before investing.

    Annual Rate of Return %
    Pricing & Distributions